See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,512 | $95,803-51.5% | $113,168-58.9% | $84,808-45.2% |
| Participation rate | 59.3% | 72.9%-13.6pp | 76.6%-17.3pp | 68.3%-9.1pp |
| Annual return | 19.04% | 25.00%-6.0pp | 24.27%-5.2pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,411 | $2,360-40.2% | $2,975-52.6% | $2,631-46.4% |
| Participant deferral / active EE | $2,784 | $4,242-34.4% | $5,107-45.5% | $4,212-33.9% |
| Admin fee / account holder | $775 | $8,989-91.4% | $12,068-93.6% | $7,344-89.4% |